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Wealth Planner: Personalised Financial Planning
Job in
Manchester, Greater Manchester, M9, England, UK
Listed on 2026-08-05
Listing for:
Evelyn Partners
Full Time
position Listed on 2026-08-05
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Evelyn Partners in the UK is seeking an experienced wealth management adviser to build trusted client relationships and deliver tailored financial planning. You will work within an agreed business plan, ensuring advice is suitable, compliant, and aligned with clients’ objectives.
Responsibilities include managing the client pipeline, conducting reviews, and collaborating with investment and services teams to develop new business opportunities. Professional integrity and CPD are essential.
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